Todd W. Talbot

CREATIVEONE WEALTH

Birmingham, AL 35242

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CRD#: 4197828

Professional summary

Todd W Talbot, CFP®, ChFC®, CLU®, who also goes by Todd William Talbot, Todd Talbot, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Birmingham, Alabama.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Todd has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd William Talbot | Todd Talbot

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

>>(dba) RED MOUNTAIN FINANCIAL; Investment Related; 204 Griffin Park Drive, Birmingham, AL 35242; Advisor; Start Date 08/2017; 160 hours per month; Red Mountain Financial is the DBA name for my insurance and investment business. >> TODD TALBOT; Investment Related; 204 Griffin Park Drive, Birmingham, AL 35242; Broker; Start Date 03/2019; 80 hours per month; I write fixed insurance with varied insurance carriers. >> EASY DI; Investment Related; 204 Griffin Park Drive, Birmingham, AL 35242; Insurance; Insurance Agent; Start Date 03/2018; 40 hours per month with 20 hours more/less per month occurring during trading hours; Market disability insurance products. >> LTC OPTIONS; Investment Related; 204 Griffin Park Drive, Birmingham, AL 35242; Insurance; Insurance Broker; Start Date 05/2022; 10 hours per month with no hours per month occurring during trading hours; Marketing of Long-Term Care insurance via the Internet. >> TALBOT & TALBOT INSURANCE SERVICES; Investment Related; 204 Griffin Park Drive, Birmingham, AL 35242; Insurance; Broker; Start Date 03/2023; 2 hours per month with those 2 hours per month occurring during trading hours; I market long-term care insurance in the state of California under this doing business name.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd W Talbot's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

April 21, 2023 - Present

CREATIVEONE WEALTH, LLC

Office #1: 204 Griffin Park Drive, Birmingham, AL 35242

RIA

CRD#: 281213

Birmingham, AL

Past

November 1, 2018 - May 4, 2023

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

BIRMINGHAM, AL

Past

August 22, 2017 - October 31, 2018

FIRST ADVISORS CAPITAL, INC.

RIA

CRD#: 149832

BIRMINGHAM, AL

Past

August 16, 2017 - August 22, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

BIRMINGHAM, AL

Past

August 11, 2017 - May 4, 2023

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

August 22, 2014 - August 16, 2017

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Birmingham, AL

Past

August 22, 2014 - August 16, 2017

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Birmingham, AL

Past

July 2, 2013 - August 6, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BIRMINGHAM, AL

Past

July 2, 2013 - August 6, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

BIRMINGHAM, AL

Past

September 12, 2008 - July 18, 2013

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

BIRMINGHAM, AL

Past

September 9, 2008 - July 18, 2013

PRINCIPAL SECURITIES, INC.

CRD#: 1137

BIRMINGHAM, AL

Past

June 26, 2007 - August 29, 2008

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BIRMINGHAM, AL

Past

August 4, 2000 - June 18, 2007

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

BIRMINGHAM, AL

Past

June 14, 2000 - June 18, 2007

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(4/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/7/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/13/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 1/5/2015

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/30/2000

General Securities Principal Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

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Contact information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Mailing Address

Phone number

(913) 402-7897

Established

Firm type

Fiscal year end

# of Employees

217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Todd W. Talbot

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd W Talbot's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

FIRST ADVISORS CAPITAL, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

STATE FARM VP MANAGEMENT CORP.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/7/2000

SIE

Date: 10/1/2018

Series 7

Date: 6/13/2000

Series 51

Date: 1/5/2015

Series 24

Date: 6/30/2000

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

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